CHESAPEAKE CHARITABLE FOUNDATION 120613: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE CHARITABLE FOUNDATION 120613 (EIN 32-6321709)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349104370
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T05:18:26-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461575329 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY CUCCINIELLO CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 552 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326321709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHESAPEAKE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 9178435468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE STE 12 A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRACE V LEAHY | PersonNm |
| Person Title | TRUSTEE EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9178435468 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony Cucciniello CPA | PreparerPersonNm |
| PTIN | P01216780 | PTIN |
| Phone | 9732147909 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,111,405 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,750,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $324,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $324,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,887,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,902,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,887,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $646 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $646 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,129,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,379,775 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $149,280 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $74,640 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,017 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,008 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,004 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $745 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,804 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,338,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,338,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,552,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,391,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,577,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,272,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $809,380 | CashBOYAmt |
| Cash EOY | $338,170 | CashEOYAmt |
| Cash EOYFMV | $338,170 | CashEOYFMVAmt |
| Corporate Stock BOY | $29,503,922 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,773,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,773,235 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,313,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,111,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,111,405 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,313,302 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,111,405 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,313,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,111,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,313,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,111,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,313,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,577,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,891,128 | SubtotalAmt |
| Other Decreases | $2,779,723 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,111,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | D | 2025-01-06 | $2,280,663 | $3,103 | $2,277,560 | $2,277,560 |
| NVIDIA CORPORATION | D | 2025-06-25 | $2,295,813 | $3,103 | $2,292,710 | $2,292,710 |
| NVIDIA CORPORATION | D | 2025-07-09 | $2,444,759 | $3,103 | $2,441,656 | $2,441,656 |
| NVIDIA CORPORATION | D | 2025-09-22 | $2,767,503 | $3,103 | $2,764,400 | $2,764,400 |
| NVIDIA CORPORATION | D | 2025-10-29 | $3,113,852 | $3,103 | $3,110,749 | $3,110,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,887,075 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $184,485 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $184,485 | SubtotalAmt |
| Tax Based On Investment Income | $184,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,231 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,231 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $18,231 | OriginalReturnTaxPaidAmt |
| Tax Due | $166,254 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | GRACE V LEAHY | IndividualWithBooksNm |
| Phone | 9178435468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DR NO 12A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN J LEAHY | ||||||
| 2575 SOUTH BAYSHORE DRIVE | MIAMI | FL | 33133 | TRUSTEE | 002.00 | $0 |
| GRACE V LEAHY | ||||||
| 2575 SOUTH BAYSHORE DRIVE | MIAMI | FL | 33133 | TRUSTEE/EXEC DIR | 005.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIETTE WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1253 SPRINGFIELD AVENUE 279 | AddressLine1Txt |
| City | NEW PROVIDENCE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | VICE PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $149,280 | CompensationAmt |
| Employee Benefits | $35,320 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,525,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $573,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,098,784 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $32,098,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,617,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,580,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,580,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $184,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $184,485 | TotalTaxAmt |
| Distributable Before Adj | $1,396,380 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,396,380 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,396,380 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,391,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,391,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,396,380 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $127,075 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $295,591 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $228,529 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $651,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,391,351 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,391,351 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,029 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,029 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $646,166 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $122,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $524,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $295,591 | ExcessFromYear3Amt |
| Excess From Year1 | $228,529 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRACE V LEAHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE 12A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9178435468 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARCHDIOCESE OF MIAMI | ||||||
| 9401 BISCAYNE BLVD | MIAMI | FL | 33138 | PC | ANNUAL APPEAL EDUCATION AND SOCIAL MINISTRIES | $50,000 |
| CAPITAL AREA FOOD BANK | ||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PC | NUTRITIOUS FOOD FOR UNDERSERVED | $15,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVE SUITE 3 | NEW YORK | NY | 10017 | PC | REDUCING FOOD INSECURITY IN OLDER ADULTS | $50,000 |
| CATHOLIC CHARITIES USA | ||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | PC | REDUCING POVERTY AND DISASTER RELIEF | $100,000 |
| SEA TURTLE CONSERVANCY | ||||||
| 4581 NW 6TH ST STE A | GAINESVILLE | FL | 32609 | PC | ENSURE SURVIVAL OF SEA TURTLES IN ATLANTIC CARIBBEAN AND PACIFIC | $20,000 |
| OUR LADY OF PEACE RC CHURCH | ||||||
| 111 SOUTH ST | NEW PROVIDENCE | NJ | 07974 | PC | FOOD PANTRY | $10,000 |
| DOMINICAN NUNS | ||||||
| 543 SPRINGFIELD AVE | SUMMIT | NJ | 07901 | PC | TO SUPPORT THE NUNS | $20,000 |
| SAINTS PETER AND PAUL CHURCH | ||||||
| 1214 S WASHINGTON ST | EASTON | MD | 21601 | PC | FOR CHURCH AND SCHOOL | $25,000 |
| TREASURE COAST FOOD BANK | ||||||
| 401 ANGLE RD | FT PIERCE | FL | 34947 | PC | FOOD FOR UNDERSERVED | $15,000 |
| ELPASOANS FIGHTING HUNGER FOOD BANK | ||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | PC | FOOD FOR UNDERSERVED | $15,000 |
| CATHOLIC CHARITIES WEST VIRGINIA | ||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | PC | REDUCING POVERTY AND DISASTER RELIEF | $15,000 |
| NORTH SHORE FOOD BANK | ||||||
| 125 WEST 30TH AVE | COVINGTON | LA | 70433 | PC | FOOD FOR UNDERSERVED | $15,000 |
| GOD'S PANTRY FOOD BANK | ||||||
| 2201 INNOVATION DR | LEXINGTON | KY | 40511 | PC | NUTRITIOUS FOOD FOR UNDERSERVED | $8,000 |
| CATHOLIC CHARITIES ARCHDIOCESE NY | ||||||
| 488 MADISON AVE 3RD FL | NEW YORK | NY | 10022 | PC | UNDERSERVED NEW YORKERS | $50,000 |
| GABLE STAGE THEATRE COMPANY | ||||||
| 1200 ANASTASIA AVE STE 230 | CORAL GABLES | FL | 33134 | PC | BRINGING THEATER TO MIAMI DADE STUDENTS | $15,000 |
| FONTBONNE HALL ACADEMY | ||||||
| 9901 SHORE RD | BROOKLYN | NY | 11209 | PC | VIRGINIA L SWIFT SCHOLARSHIP | $15,000 |
| SISTERS OF ST JOSEPH OF ST AUGUSTINE | ||||||
| 36 AVILES ST | ST AUGUSTINE | FL | 32084 | PC | SUPPORT SJNC AND PRESERVATION | $50,000 |
| JESUIT REFUGEE SERVICEUSA | ||||||
| 1627 K ST NW STE 1100 | WASHINGTON | DC | 20006 | PC | KENYAN REFUGEE EDUCATION | $75,000 |
| FEEDING SAN DIEGO | ||||||
| 9477 WAPLES ST | SAN DIEGO | CA | 92121 | PC | HEALTHY FOOD FOR FOOD INSECURE | $20,000 |
| MAYO CLINIC AZ | ||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | SCHOLARSHIPS FOR MEDICAL STUDENTS | $100,000 |
| MANHATTAN UNIVERSITY | ||||||
| 4513 MANHATTAN PKWAY | RIVERDALE | NY | 10471 | PC | BROTHER KENNETH SCHOLARSHIP | $30,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | PC | LIFESAVING PROGRAMS AROUND THE WORLD | $250,000 |
| ST STEPHEN MARTYR CHURCH | ||||||
| 2436 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL EXPENSES AND MINISTRIES | $30,000 |
| CATHOLIC MEDICAL MISSION BOARD | ||||||
| 1212 AVENUE OF THE AMERICAS 11TH FL | NEW YORK | NY | 10036 | PC | NUTRITION PROJECT IN PERU | $75,000 |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||
| 322 8TH AVE 16TH FL | NEW YORK | NY | 10001 | PC | SUPPORT SERVICES FOR THOSE IMPACTED BY ALZHEIMERS FUNDING RESEARCH | $75,000 |
| UNIVERSITY OF MOUNT SAINT VINCENT | ||||||
| 6301 RIVERDALE AVE | BRONX | NY | 10471 | PC | NURSING SCHOLARSHIP | $20,000 |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | ||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | PC | EASTERN EUROPEAN MISSIONS | $100,000 |
| FRIENDS OF CARITAS CUBANA | ||||||
| 81 WASHINGTON AVE | CAMBRIDGE | MA | 02140 | PC | SUPPORTING LEARNING TO GROW PROGRAM | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,338,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,842 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,212 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,887,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,379,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,379,775 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN J LEAHY AND GRACE V LEAHY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE APT 12A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,750,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (146 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 191 shares of ABBOTT LABORATORIES | $23,930 | $23,930 |
| 295 shares of ABBVIE INC | $67,405 | $67,405 |
| 206 shares of ALPHABET | $64,478 | $64,478 |
| 466 shares of AMAZON | $107,562 | $107,562 |
| 334 shares of APPLE | $90,801 | $90,801 |
| 118 shares of AUTODESK | $34,929 | $34,929 |
| 1133 shares of BANK OF AMERICA CORP | $73,315 | $73,315 |
| 509 shares of BRISTOL MEYERS | $27,455 | $27,455 |
| 351 shares of CHEVRON | $53,496 | $53,496 |
| 98 shares of CHUBB LIMITED | $30,683 | $30,683 |
| 660 shares of CISCO SYSTEMS | $50,840 | $50,840 |
| 272 shares of COUPANG | $6,416 | $6,416 |
| 319 shares of EMERSON ELECTRIC CO | $42,338 | $42,338 |
| 234 shares of EOG RESOURCE INC | $24,572 | $24,572 |
| 174 shares of GENERAL MILLS | $8,091 | $8,091 |
| 134 shares of HONEYWELL | $26,142 | $26,142 |
| 272 shares of INTEL | $10,037 | $10,037 |
| 34 shares of INTUITIVE SURGICAL INC | $19,256 | $19,256 |
| 170 shares of JOHNSONJOHNSON | $35,182 | $35,182 |
| 298 shares of JP MORGAN CHASE | $96,022 | $96,022 |
| 942 shares of KINDER MORGAN INC | $25,896 | $25,896 |
| 217 shares of MERCK CO | $23,026 | $23,026 |
| 1291 shares of MICROSOFT | $624,353 | $624,353 |
| 288 shares of NUCOR CORP | $47,137 | $47,137 |
| 131 shares of PAYPAL HOLDINGS | $7,648 | $7,648 |
| 152 shares of PEPSI CO | $16,379 | $16,379 |
| 512 shares of PFIZER INC | $12,749 | $12,749 |
| 170 shares of PNC FINANCIAL SERVICES | $35,484 | $35,484 |
| 1175 shares of PPL CORP COM | $41,469 | $41,469 |
| 48 shares of PROLOGIS INC | $6,128 | $6,128 |
| 248 shares of QUALCOMM | $60,723 | $60,723 |
| 320 shares of SHOPIFY | $51,510 | $51,510 |
| 158 shares of STARBUCKS | $13,305 | $13,305 |
| 224 shares of WP CAREY INC | $14,623 | $14,623 |
| 736 shares of GOLDMAN SACHS ETF | $97,424 | $97,424 |
| 2967 shares of I SHARES INC CORE MSCI EMERGEN | $199,442 | $199,442 |
| 2571 shares of SELECT SECTOR SPDR | $302,658 | $302,658 |
| 394 shares of SELECT SECTOR SPDR TR ENERGY | $17,616 | $17,616 |
| GOLDMAN SACHS PUBLIC EQUITY | $14,933,454 | $14,933,454 |
| 354 shares of AIA GROUP ADR | $14,536 | $14,536 |
| 89 shares of ALIBABA GROUP HOLDINGS LTD SPON ADS EACH | $13,046 | $13,046 |
| 214 shares of CAPITAL ONE FINANCIAL CORP COM | $51,865 | $51,865 |
| 28 shares of CIGNA CORP NEW COM | $7,706 | $7,706 |
| 90 shares of CLEAR SECURE INC COM | $3,157 | $3,157 |
| 1570 shares of DANSKE BANK A/S SPON ADR | $39,327 | $39,327 |
| 124 shares of DARLING INGREDIENTS INC | $4,464 | $4,464 |
| 95 shares of IAC INC COM | $3,715 | $3,715 |
| 414 shares of JD.COM INC SPON ADS EACH REPR | $11,882 | $11,882 |
| 1903 shares of JULIUS BAER GRUPPE AG UNSP ADR EACH | $29,978 | $29,978 |
| 78 shares of LIBERTY MEDIA CORP DEL COM SER | $6,972 | $6,972 |
| 1133 shares of MEITUAN UNSPON ADS EACH | $30,073 | $30,073 |
| 219 shares of META PLATFORMS INC CLASS A | $144,560 | $144,560 |
| 70000 shares of NVIDIA CORPORATION COM | $13,055,000 | $13,055,000 |
| 45 shares of QUEST DIAGNOSTICS INC | $7,809 | $7,809 |
| 43 shares of AGCO CORP | $4,486 | $4,486 |
| 417 shares of ALPHABET INC | $130,855 | $130,855 |
| 66 shares of APPLIED MATERIALS INC | $16,961 | $16,961 |
| 36 shares of BERKSHIRE HATAWAY | $18,095 | $18,095 |
| 148 shares of BLOCK | $9,633 | $9,633 |
| 305 shares of BOEING | $66,222 | $66,222 |
| 368 shares of CHARLES SCHWAB | $36,767 | $36,767 |
| 124 shares of DARLING INGREDIENTS | $4,464 | $4,464 |
| 114 shares of DBS GROUP | $19,985 | $19,985 |
| 61 shares of DEERE CO | $28,499 | $28,499 |
| 3710 shares of DELIVERY | $9,898 | $9,898 |
| 108 shares of EXPEDTORS INTL WASH | $16,093 | $16,093 |
| 47 shares of EXXON MOBIL | $5,656 | $5,656 |
| 28 shares of FACTSET RESH | $8,125 | $8,125 |
| 13 shares of GRAIL | $1,113 | $1,113 |
| 67 shares of HERSHEY | $12,193 | $12,193 |
| 60 shares of HUMANA | $15,421 | $15,421 |
| 82 shares of ILLUMINA | $10,755 | $10,755 |
| 966 shares of KE HLDGS INC | $15,224 | $15,224 |
| 91 shares of LOCKHEED | $44,014 | $44,014 |
| 132 shares of LOWES COS INC | $31,833 | $31,833 |
| 136 shares of MT BK CORP | $27,401 | $27,401 |
| 5 shares of MARKEL GROUP | $10,748 | $10,748 |
| 97 shares of MCDONALDS CORP | $29,646 | $29,646 |
| 433 shares of MGM RESORTS | $15,800 | $15,800 |
| 398 shares of MONDELEZ | $21,623 | $21,623 |
| 465 shares of MONSTER BEVERAGE | $35,652 | $35,652 |
| 3990 shares of NASPERS | $53,191 | $53,191 |
| 780 shares of NETFLIX | $73,133 | $73,133 |
| 158 shares of NIKE | $10,131 | $10,131 |
| 70 shares of NOAH | $703 | $703 |
| 174 shares of NORFOLK | $50,237 | $50,237 |
| 109 shares of NOVARTIS | $15,028 | $15,028 |
| 337 shares of ORACLE | $65,685 | $65,685 |
| 3229 shares of PING | $54,057 | $54,057 |
| 108 shares of PROCTOR AND GAMBLE | $15,477 | $15,477 |
| 3583 shares of PROSUS NV | $44,479 | $44,479 |
| 22 shares of REGENERON PHARMACEUTICAL | $16,981 | $16,981 |
| 259 shares of ROCHE | $13,412 | $13,412 |
| 109 shares of SALESFORCE | $28,921 | $28,921 |
| 97 shares of SEA LTD | $12,374 | $12,374 |
| 169 shares of SEI INVTS | $13,949 | $13,949 |
| 265 shares of SOLVENTUM | $20,999 | $20,999 |
| 297 shares of TESLA | $133,567 | $133,567 |
| 23 shares of THERMO FISHER SCIENTIFIC | $13,337 | $13,337 |
| 93 shares of TYSON FOODS | $5,452 | $5,452 |
| 13 shares of UNITEDHEALTH GROUP INC | $4,291 | $4,291 |
| 57 shares of VERTEX PHARMACEUTICALS | $25,842 | $25,842 |
| 1545 shares of VIATRIS | $19,235 | $19,235 |
| 198 shares of VISA INC | $69,441 | $69,441 |
| 570 shares of WALMART | $63,638 | $63,638 |
| 152 shares of WASTE MGMT | $33,396 | $33,396 |
| 38 shares of WORKDAY | $8,162 | $8,162 |
| 79 shares of YUM BRANDS | $11,951 | $11,951 |
| 95 shares of YUM CHINA HLDGS | $4,535 | $4,535 |
| 3956 shares of ISHARES CORE MSCI EAFE | $353,904 | $353,904 |
| 999 shares of ISHARES MSCI EAFE VALUE | $71,339 | $71,339 |
| 577 shares of ISHARES US TECHNOLOGY | $115,215 | $115,215 |
| 166 shares of JP MORGAN EQUITY PREMIUM | $9,572 | $9,572 |
| 2234 shares of SELECT SECTOR HEALTH | $345,823 | $345,823 |
| 3388 shares of SELECT STR FINANCIAL | $185,561 | $185,561 |
| 1426 shares of SPDR FUND | $110,772 | $110,772 |
| 78 shares of VANECK SEMICONDUCTOR | $28,090 | $28,090 |
| 1166 shares of VANGUARD MID CAP ETF | $338,397 | $338,397 |
| 1527 shares of VANGUARD SP 500 | $957,628 | $957,628 |
| 854 shares of VANGUARD SMALL CAP ETF | $220,289 | $220,289 |
| 49 shares of ANGI | $634 | $634 |
| 5000 shares of BLACKSTONE GROUP | $770,700 | $770,700 |
| LAM RESEARCH CORPORATION | $3,428,800 | $3,428,800 |
| 40 shares of OWENS CORNING | $4,476 | $4,476 |
| 33 shares of SOLSTICE ADVANCED MATERIALS | $1,603 | $1,603 |
| WALT DISNEY COMPANY | $32,180 | $32,180 |
| 58 shares of NASDAQ 100 QQQ | $35,630 | $35,630 |
| 3446 shares of SP TECHNOLOGY | $496,121 | $496,121 |
| 1518 shares of SP CONSUMER DISCRETIONARY | $181,264 | $181,264 |
| 2320 shares of SP UTILITIES | $99,041 | $99,041 |
| 596 shares of HARTFORD DISCIPLINED US EQUITY | $38,849 | $38,849 |
| 143 shares of JP MORGAN EX-TRD | $8,394 | $8,394 |
| 72 shares of INVESCO ETF TRUST | $10,806 | $10,806 |
| 2486 shares of ARK ETF TRUST | $191,223 | $191,223 |
| 267 shares of NESTLE | $26,537 | $26,537 |
| 172 shares of NOVO | $8,751 | $8,751 |
| 140 shares of TE CONNECTIVITY | $31,851 | $31,851 |
| 381 shares of TECK RESOURCES | $18,246 | $18,246 |
| 462 shares of MSCI EMERGING MARKETS | $33,578 | $33,578 |
| 216 shares of MSCI EUROPE FINANCIALS | $8,011 | $8,011 |
| 418 shares of FRANKLIN TEMPLETON ETF TRUST | $14,400 | $14,400 |
| 340 shares of JP MORGAN ETF | $31,620 | $31,620 |
| 699 shares of VANECK MORNING STAR | $25,639 | $25,639 |
| OTHER NON-US EQUITIES | $6,853 | $6,853 |
| 486 shares of ISHARES US FINANCIAL SERVICES | $44,834 | $44,834 |
| 612 shares of ISHARE BROKER DEALERS | $109,774 | $109,774 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLDMAN SACHS TRANSFER | Desc |
| Amt | $2,779,723 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS EXPENDITURE | $10 | $5 | $3 |
| INSURANCE | $620 | $310 | $155 |
| OFFICE EXPENSE | $862 | $431 | $215 |
| PAYROLL FEE | $2,115 | $1,058 | $529 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $646 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $646 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEE EXPENSE | CategoryTxt |
| Amt | $745 | Amt |
| Net Investment Income | $745 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GRACE V LEAHY | |||
| 2575 SOUTH BAYSHORE DRIVE APT 12A | MIAMI | FL | 33133 |
| JOHN J LEAHY | |||
| 2575 SOUTH BAYSHORE DRIVE APT 12A | MIAMI | FL | 33133 |